Squawk on the Street

Markets Ride the AI Boom: Microsoft Joins the $4T Club, Meta Soars on Earnings 7/31/25

31 snips
Jul 31, 2025
The tech landscape is ablaze as Microsoft joins the $4 trillion club with stellar quarterly results, alongside Meta hitting an all-time high thanks to its AI investments. The podcast dissects the implications of a new universal tariff on copper and Figma's exciting IPO. Beyond tech, it highlights mixed earnings from giants like Qualcomm and Ford, while innovative business models reshape the market's dynamics. Tune in for insights on inflation trends and the ever-evolving world of tech stocks!
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INSIGHT

Microsoft Azure's Surprising Growth

  • Microsoft's cloud division Azure is accelerating rapidly with 39% growth, defying previous expectations of deceleration.
  • This surge positions Microsoft as competitive with Amazon Web Services, reshaping cloud market dynamics.
INSIGHT

Meta's AI-Driven Surge

  • Meta hit an all-time high fueled by an earnings beat and winning AI investment strategy.
  • CEO Zuckerberg envisions AI bringing personal superintelligence to empower individuals' lives.
ADVICE

Master AI Prompting Skills

  • Learn how to prompt AI effectively as it will be a key skill to winning in the AI era.
  • Specific, detailed prompts yield better AI responses than vague queries.
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